Mobile On-The-Go Workflow

Mobile On-The-Go Workflow

Doc status: OnTheGo (/onthego) is the only PWA-enabled experience. Install it to use offline and background sync.

The On-The-Go mobile interface lets notaries manage their assignments from anywhere.

Table of Contents

1. Accessing On-The-Go
2. Dashboard Overview
3. Managing Assignments
4. Updating Order Status
5. Uploading Documents
6. Communication
7. Journal Entry

Accessing On-The-Go

Mobile URL: yourdomain.com/onthego

Access Methods:

1. Mobile Browser - Navigate to the On-The-Go URL
2. Desktop Mobile View - Same URL works on any device
3. PWA Install - Add to home screen for app-like experience

Supported Devices

Dashboard Overview

Home Screen

When you log in to On-The-Go, you see:

Navigation

┌─────────────────────────────┐
│         On-The-Go           │
├─────────────────────────────┤
│  📋 Dashboard  📅 Calendar  │
│  📁 Assignments  ⚙️ Settings│
├─────────────────────────────┤
│                             │
│   Today's Appointments      │
│   ┌─────────────────────┐   │
│   │ Smith - Refinance   │   │
│   │ 2:00 PM - View →    │   │
│   └─────────────────────┘   │
│   ┌─────────────────────┐   │
│   │ Jones - Purchase    │   │
│   │ 4:30 PM - View →    │   │
│   └─────────────────────┘   │
│                             │
└─────────────────────────────┘

Managing Assignments

Viewing an Assignment

1. Tap the assignment from your list
2. View all order details:
   • Client information
   • Signer details
   • Service address
   • Appointment time
   • Special instructions
   • Documents to be signed

Accepting an Assignment

1. Open the assignment notification
2. Review order details
3. Tap "Accept Assignment"
4. Confirm your acceptance
5. Order status updates to "Assigned"

Declining an Assignment

1. Open the assignment
2. Tap "Decline"
3. Select a reason (optional):
   • Schedule conflict
   • Outside service area
   • Too far
   • Other
4. Add notes (optional)
5. Submit

Getting Directions

1. Open an assignment
2. Tap the service address
3. Opens in your maps app:
   • Apple Maps (iOS)
   • Google Maps (Android)
4. Start navigation

Updating Order Status

Status Updates Available

Updating Status

1. Open the assignment
2. Tap "Update Status"
3. Select the new status
4. Add notes (optional but recommended)
5. Tap "Submit"

Real-Time Notifications

The agency receives notifications when you:

• Accept an assignment
• Arrive at location
• Complete the signing
• Report issues

Uploading Documents

Taking Photos of Documents

1. Open completed assignment
2. Tap "Upload Documents"
3. Tap camera icon
4. Photograph each document:
   • Ensure good lighting
   • Capture all pages
   • Check for readability
5. Review and confirm

Uploading from Files

1. Open assignment
2. Tap "Upload Documents"
3. Choose file source:
   • Photo library
   • Files app
   • Cloud storage (Google Drive, Dropbox)
4. Select documents
5. Upload

Upload Tips

Communication

Contacting the Agency

1. Open assignment
2. Tap "Contact Agency"
3. Choose method:
   • Call - Direct phone call
   • Email - Send email
   • Message - In-app messaging

Contacting Signers

1. Open assignment
2. Tap "Signer Contact"
3. View:
   • Signer name
   • Phone number
   • Email
4. Tap to call or email

Receiving Notifications

You'll receive notifications for:

• New assignment offers
• Assignment reminders
• Status update requests
• Messages from agency
• Cancellations

Journal Entry

Creating Journal Entry

After completing a signing:

1. Open completed assignment
2. Tap "Add Journal Entry"
3. Fill in required fields:
   • Date of signing
   • Time of signing
   • Signer names
   • Document type
   • Identification type shown
   • Notarization type
4. Add any notes
5. Submit

Journal Compliance

Required for most states:

• Date and time of notarization
• Signer name and signature
• Type of identification
• Type of notarization
• Fee charged (if applicable)
• Your notary seal

Quick Actions

One-Tap Actions

From your dashboard, quickly:

• ✅ Accept - Tap to accept pending assignment
• 📞 Call - Tap to call agency or signer
• 📍 Navigate - Tap to get directions
• 📷 Upload - Tap to add documents

Action Bar

Bottom of each assignment shows:

┌─────────────────────────────┐
│  [📞 Call]  [📍 Navigate]   │
│  [📷 Upload]  [✓ Complete]  │
└─────────────────────────────┘

Offline Access

What Works Offline

• View assigned orders
• Check appointment details
• Update order status
• Add journal notes

What Requires Internet

• Accepting new assignments
• Uploading documents
• Sending messages
• Syncing data

Note: Changes sync automatically when you reconnect.

PWA Installation

Add to Home Screen (iOS)

1. Open On-The-Go in Safari
2. Tap Share button
3. Scroll down, tap "Add to Home Screen"
4. Tap "Add"
5. App icon appears on home screen

Add to Home Screen (Android)

1. Open On-The-Go in Chrome
2. Tap menu (three dots)
3. Tap "Add to Home Screen"
4. Tap "Add"
5. App icon appears on home screen

Best Practices

Before Leaving

• ✅ Review assignment details
• ✅ Confirm appointment time
• ✅ Get directions
• ✅ Verify documents needed
• ✅ Check for special instructions

During Appointment

• ✅ Update status to "Arrived"
• ✅ Update status to "In Progress"
• ✅ Verify signer identity
• ✅ Complete notarization properly
• ✅ Collect any required payments

After Appointment

• ✅ Update status to "Completed"
• ✅ Upload all documents
• ✅ Add journal entry
• ✅ Note any issues
• ✅ Mark assignment complete

Workflow: Mobile Assignment Lifecycle

┌─────────────┐
│ Receive     │
│ Notification│
└──────┬──────┘
       │
       ▼
┌─────────────┐     ┌─────────────┐
│ View        │────▶│ Accept      │
│ Assignment  │     │ or Decline  │
└──────┬──────┘     └─────────────┘
       │                  │ (if accept)
       ▼                  ▼
┌─────────────┐     ┌─────────────┐
│ Get         │     │ Update:     │
│ Directions  │     │ En Route    │
└─────────────┘     └──────┬──────┘
                           │
                           ▼
                    ┌─────────────┐
                    │ Update:     │
                    │ Arrived     │
                    └──────┬──────┘
                           │
                           ▼
                    ┌─────────────┐
                    │ Update:     │
                    │ In Progress │
                    └──────┬──────┘
                           │
                           ▼
                    ┌─────────────┐
                    │ Complete    │
                    │ Signing     │
                    └──────┬──────┘
                           │
                           ▼
                    ┌─────────────┐
                    │ Upload      │
                    │ Documents   │
                    └──────┬──────┘
                           │
                           ▼
                    ┌─────────────┐
                    │ Add Journal │
                    │ Entry       │
                    └──────┬──────┘
                           │
                           ▼
                    ┌─────────────┐
                    │ Mark        │
                    │ Complete    │
                    └─────────────┘

Troubleshooting

Common Issues

Related Topics

• Order Processing
• Notary Assignment
• Document Management
• Journal Entry Workflow

Need Help?

• Press Ctrl+/ for context help
• See On-The-Go Guide
• Contact agency support for assistance